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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,834 | $112,935-55.0% | $90,970-44.1% | $158,966-68.0% |
| Participation rate | 86.4% | 74.7%+11.6pp | 69.0%+17.3pp | 82.0%+4.4pp |
| Annual return | 11.21% | 215.79%-204.6pp | 134.58%-123.4pp | 302.95%-291.7pp |
| Employer contribution / active EE | $851 | $2,895-70.6% | $2,122-59.9% | $4,762-82.1% |
| Participant deferral / active EE | $2,410 | $4,129-41.6% | $3,373-28.6% | $5,983-59.7% |
| Admin fee / account holder | $1,089 | $8,045-86.5% | $5,960-81.7% | $11,250-90.3% |